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Merck
MRK

Overview Fund Activity

3,507 hedge funds and large institutions have $255B invested in Merck in 2024 Q1 according to their latest regulatory filings, with 250 funds opening new positions, 1,404 increasing their positions, 1,479 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,507
Holders Change
+96
Holders Change %
+2.81%
% of All Funds
50.83%
Holding in Top 10
239
Holding in Top 10 Change
+64
Holding in Top 10 Change %
+36.57%
% of All Funds
3.46%
New
250
Increased
1,404
Reduced
1,479
Closed
110
Calls
$2.99B
Puts
$2.28B
Net Calls
+$711M
Net Calls Change
+$536M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$1.24B
2
Franklin Resources
Franklin Resources
California
+$1B
3
Capital International Investors
Capital International Investors
California
+$774M
4
Capital World Investors
Capital World Investors
California
+$743M
5
BlackRock
BlackRock
New York
+$683M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$5.11B
2
Charles Schwab
Charles Schwab
California
-$2.47B
3
Swedbank
Swedbank
Sweden
-$591M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$348M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$294M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFIM
551
Beese Fulmer Investment Management
Ohio
$20.5M -$49.9K -378 -0.2%
CK
552
Cohen Klingenstein
New York
$20M – – –
CC
553
Cadinha & Co
Hawaii
$20M -$124K -939 -0.6%
GC
554
Gratus Capital
Georgia
$19.9M +$1.34M +10,148 +7%
CWM
555
Congress Wealth Management
Massachusetts
$19.8M -$393K -2,981 -2%
IIM
556
Intact Investment Management
Quebec, Canada
$19.8M +$2.07M +15,700 +12%
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$19.7M +$1.6M +12,138 +9%
SAM
558
Securian Asset Management
Minnesota
$19.7M -$1.48M -11,236 -7%
BCM
559
Bridgeway Capital Management
Texas
$19.5M -$668K -5,062 -3%
QCM
560
Quantinno Capital Management
New York
$19.5M +$5.35M +40,521 +38%
LSERS
561
Louisiana State Employees Retirement System
Louisiana
$19.5M -$752K -5,700 -4%
TI
562
Tidal Investments
Wisconsin
$19.3M +$3.9M +29,533 +25%
VA
563
Vident Advisory
Georgia
$19.2M -$3.8M -28,830 -17%
CTC
564
Central Trust Company
Missouri
$19.1M -$135K -1,022 -0.7%
MC
565
Moors & Cabot
Massachusetts
$19M +$281K +2,131 +2%
BCM
566
Bourgeon Capital Management
Connecticut
$18.9M +$150K +1,137 +0.8%
MGP
567
Metis Global Partners
California
$18.9M -$267K -2,022 -1%
BFA
568
Bragg Financial Advisors
North Carolina
$18.9M -$362K -2,745 -2%
Empower Advisory Group
569
Empower Advisory Group
Colorado
$18.8M -$516K -3,911 -3%
PFS
570
Prospera Financial Services
Texas
$18.7M +$2.75M +20,857 +17%
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$18.7M -$219K -1,660 -1%
WSFS
572
Wilmington Savings Fund Society
Delaware
$18.6M +$18.6M +140,839 New
M
573
MOTCO
Texas
$18.5M -$168K -1,271 -0.9%
LNB
574
Ledyard National Bank
$18.4M -$1.07M -8,073 -5%
AIMC
575
Alley Investment Management Company
Illinois
$18.4M -$106K -807 -0.6%
21 22
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